Latest Institutional Purchases of Pimco California Municipal Income Fund Ii (PCK)
This list provides information on the latest institutional transactions involving Pimco California Municipal Income Fund Ii (PCK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.1KNew |
$68K - $71.6K
|
12.1K
$71.1K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$57.2K - $60.2K
|
10.1K
$59.8K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.1KNew |
$34.4K - $36.2K
|
6.1K
$36K
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
238KNew |
$1.17M - $1.38M
|
238K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
24.4KNew |
$120K - $142K
|
24.4K
$144K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.24K+ 21.7% |
$11K - $13K
|
12.6K
$74.1K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
50.6KNew |
$253K - $306K
|
50.6K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
25KNew |
$125K - $151K
|
25K
$148K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
233+ 0.47% |
$1.16K - $1.41K
|
49.5K
$292K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
47.5KNew |
$274K - $301K
|
47.5K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.2KNew |
$111K - $122K
|
19.2K
$114K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
90.8KNew |
$540K - $629K
|
90.8K
$536K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42KNew |
$14.4K - $16.8K
|
2.42K
$14.3K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64.1KNew |
$394K - $461K
|
64.1K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
10.8KNew |
$66.3K - $77.5K
|
10.8K
$63.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
12+ 0.02% |
$73.7 - $86.2
|
51.2K
$302K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
14KNew |
$88.2K - $106K
|
14K
$82.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
50.6KNew |
$323K - $391K
|
50.6K
$299K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.8KNew |
$17.9K - $21.6K
|
2.8K
$16.5K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
433+ 6.94% |
$3.2K - $4.11K
|
6.67K
$39.4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.5KNew |
$14.2K - $14.7K
|
1.5K
$8.85K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
13.6KNew |
$123K - $132K
|
13.6K
$80.1K
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
10K+ 100.0% |
$88.2K - $91.5K
|
20K
$118K
|
|